Evolution Wealth Advisors, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History
Evolution Wealth Advisors, LLC
- $516 Million
- Q1 2024
A detailed history of Evolution Wealth Advisors, LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 558,416 shares of PDBC stock, worth $7.85 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
558,416
Previous 619,191
9.82%
Holding current value
$7.85 Million
Previous $8.24 Million
5.95%
% of portfolio
1.5%
Previous 1.66%
Shares
10 transactions
Others Institutions Holding PDBC
# of Institutions
430Shares Held
279MCall Options Held
101KPut Options Held
2.1K-
Wells Fargo & Company San Francisco, CA124MShares$1.75 Billion0.42% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO24MShares$338 Million1.25% of portfolio
-
Morgan Stanley New York, NY22.5MShares$317 Million0.03% of portfolio
-
Personal Capital Advisors Corp15.9MShares$224 Million1.14% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA5.45MShares$76.6 Million2.77% of portfolio